Purchases and Sales Made in Q1 2024 in Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD INDEX FDS S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
38+ 0.11% |
$16.3K - $18.3K
|
34.6K
$19M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
38+ 1.69% |
$16.3K - $18.3K
|
2.29K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
38+ 0.29% |
$16.3K - $18.3K
|
13.1K
$7.15M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
38+ 1.85% |
$16.3K - $18.3K
|
2.09K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
37+ 2.19% |
$15.9K - $17.8K
|
1.73K
$948K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
37+ 31.36% |
$15.9K - $17.8K
|
155
$84.9K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
37+ 0.3% |
$15.9K - $17.8K
|
12.3K
$6.77M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
37+ 10.98% |
$15.9K - $17.8K
|
374
$205K
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
37+ 1.64% |
$15.9K - $17.8K
|
2.29K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
36+ 0.06% |
$15.5K - $17.3K
|
58.8K
$32.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
35+ 0.08% |
$15K - $16.8K
|
44K
$24.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
35+ 1.79% |
$15K - $16.8K
|
1.99K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
34+ 0.26% |
$14.6K - $16.4K
|
12.9K
$7.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
33+ 0.43% |
$14.2K - $15.9K
|
7.73K
$4.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
33+ 1.86% |
$14.2K - $15.9K
|
1.81K
$992K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 0.72% |
$14.2K - $15.9K
|
4.63K
$2.54M
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
33+ 4.41% |
$14.2K - $15.9K
|
781
$428K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
32+ 2.06% |
$13.7K - $15.4K
|
1.58K
$867K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
31+ 0.87% |
$13.3K - $14.9K
|
3.61K
$1.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
31+ 2.78% |
$13.3K - $14.9K
|
1.15K
$629K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
31+ 103.33% |
$13.3K - $14.9K
|
61
$33.4K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
31+ 2.95% |
$13.3K - $14.9K
|
1.08K
$593K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
31+ 3.44% |
$13.3K - $14.9K
|
932
$511K
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
30+ 0.92% |
$12.9K - $14.4K
|
3.28K
$1.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
30+ 4.67% |
$12.9K - $14.4K
|
672
$368K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
30+ 3.98% |
$12.9K - $14.4K
|
784
$430K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
30+ 1.19% |
$12.9K - $14.4K
|
2.55K
$1.4M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
30+ 5.78% |
$12.9K - $14.4K
|
549
$301K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
29+ 3.27% |
$12.5K - $14K
|
916
$502K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
28+ 5.86% |
$12K - $13.5K
|
506
$277K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
28+ 4.08% |
$12K - $13.5K
|
714
$391K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
28+ 0.12% |
$12K - $13.5K
|
24.3K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28New |
$12K - $13.5K
|
28
$15.3K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
28+ 2.08% |
$12K - $13.5K
|
1.37K
$753K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
27New |
$11.6K - $13K
|
27
$14.8K
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
27+ 0.17% |
$11.6K - $13K
|
15.5K
$8.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
26+ 5.52% |
$11.2K - $12.5K
|
497
$272K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
26+ 2.28% |
$11.2K - $12.5K
|
1.17K
$640K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
26+ 0.86% |
$11.2K - $12.5K
|
3.06K
$1.68M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
26+ 5.25% |
$11.2K - $12.5K
|
521
$286K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
26+ 0.01% |
$11.2K - $12.5K
|
223K
$122M
|
|
|
Apr 22, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
25+ 0.58% |
$10.7K - $12K
|
4.33K
$2.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
25+ 1.68% |
$10.7K - $12K
|
1.52K
$830K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
25+ 1.21% |
$10.7K - $12K
|
2.09K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.05% |
$10.7K - $12K
|
2.4K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25+ 0.38% |
$10.7K - $12K
|
6.66K
$3.65M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
24+ 15.89% |
$10.3K - $11.6K
|
175
$95.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
24+ 1.13% |
$10.3K - $11.6K
|
2.14K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
24+ 5.8% |
$10.3K - $11.6K
|
438
$240K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24+ 0.78% |
$10.3K - $11.6K
|
3.09K
$1.69M
|